Muirfield Wealth Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Muirfield Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.01M	Buy	93,027 +2,535	+3%	+$213K	5.23%	4
2026 Q1	$6.59M	Sell	90,492 -1,218	-1%	-$94.8K	4.85%	5
2025 Q4	$7.46M	Sell	91,710 -1,884	-2%	-$153K	5.47%	3
2025 Q3	$7.48M	Buy	93,594 +720	+0.8%	+$55K	5.55%	2
2025 Q2	$6.79M	Buy	92,874 +17,160	+23%	+$1.13M	5.4%	4
2025 Q1	$4.68M	Sell	75,714 -2,532	-3%	-$171K	3.97%	8
2024 Q4	$5.35M	Sell	78,246 -4,344	-5%	-$292K	4.41%	7
2024 Q3	$5.28M	Buy	82,590 +114	+0.1%	+$7.07K	4.49%	8
2024 Q2	$5.14M	Buy	82,476 +834	+1%	+$48.6K	4.83%	6
2024 Q1	$4.68M	Sell	81,642 -606	-0.7%	-$33.3K	4.51%	8
2023 Q4	$4.26M	Buy	+82,248	New	+$3.97M	4.52%	8

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Muirfield Wealth Advisors's VUG Position: Q2 2026 in Review

Muirfield Wealth Advisors increased its Vanguard Morningstar Growth ETF (VUG) stake by 2.8% in Q2 2026, buying an estimated $213K and bringing the position to 93,027 shares worth $8.01M. The position accounts for 5.23% of the portfolio, ranked #4.

Muirfield Wealth Advisors first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Muirfield Wealth Advisors held 93,027 shares of Vanguard Morningstar Growth ETF worth $8.01M as of Q2 2026.
Muirfield Wealth Advisors bought 2,535 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $213K.
Vanguard Morningstar Growth ETF made up 5.23% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Muirfield Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.